Relationship Manager

MONECO Advisors, LLC is a holistic financial services firm based in Fairfield, CT offering a wide range of financial planning solutions. The firm takes a modern approach to the finance industry and its success is rooted in its strong culture. MONECO is looking for energetic individuals who will bring a fresh perspective and innovative touch to a traditional concept.

The Relationship Manager will work directly with lead advisors at the firm. The role will elevate the level of service the advisors deliver to their clients in their day to day interactions as well as assist in building, presenting and executing personal financial plans.

This position has four main areas of responsibility:

Concierge Client Experience: Posses an anticipatory mindset for clients’ needs and focus on exceeding their expectations. Maintain an awareness of clients’ qualitative and quantitative characteristics and record this information in the client database and financial plan for ongoing follow up. Develop relationships with the firm's existing clients and attend virtual and in person client meetings.

Financial Plan Development: Use the company’s financial planning tools and associated best practices to build, maintain and present financial plans.

Client Operations: Ability to manage and execute processes relating to new accounts, account transfers, money movement and account maintenance.

Team Management: Work directly with advisors and clients to deliver on clients’ needs and planning objectives. Coordinate with administrative support team to ensure on time execution of client requests and prepare for upcoming client meetings and other engagements.

Qualifications

Excellent verbal and written communication skills required. Writing samples will be requested.
Above average skill with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) is required.
1-3 years experience in the financial services and/or client services industries is preferred.
Experience with financial planning tools like eMoney or MoneyGuidePro is a plus.
Experience with a CRM system is a plus.
Experience with financial research applications such as Morningstar or Bloomberg is a plus.
Ability to manage teams and coordinate efforts across team members to accomplish tasks and deliver results on time and in good order.
Willingness to act as an ambassador for the firm to our clients as well as others in the local community.

This is a unique opportunity to be creative, manage teams and see the direct impact that personal financial planning can have on the firm’s clients. The Relationship Manager is a full-time salaried position with competitive benefits and a performance-based bonus. Don’t miss your chance to be a part of one of the fastest growing independent firms in Connecticut!

Our Relationship Manager search is being run by our partners at New Planner Recruiting. Please click the link below for a more detailed job description and a link to apply.

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